Retirement Plans in General

5,753 topics in this forum

1. Deduction

   By Jakyasar, May 23, 2020
   • 3 replies
   • 1.3k views
   • 
   • Jakyasar
   • May 25, 2020

2. Missed amendments

   By chris, June 1, 2001
   • 1 reply
   • 1.3k views
   • 
   • Medusa
   • June 1, 2001

3. Eligibility Requirements

   By Guest LoloV, January 17, 2003
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • January 17, 2003

4. breaks in service, forfeitures and years of service

   By eilano, April 21, 2004
   • 3 replies
   • 1.3k views
   • 
   • eilano
   • April 22, 2004

5. Rollover from qualified plan to qualified plan

   By Guest Sieve, March 19, 2009
   • 4 replies
   • 1.3k views
   • 
   • Peter Gulia
   • March 20, 2009

6. D-letter or no D-letter?

   By Belgarath, June 18, 2010
   • 3 replies
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • July 6, 2010

7. Affilied Service Group question

   By Lou S., July 15, 2008
   • 4 replies
   • 1.3k views
   • 
   • Lou S.
   • July 16, 2008

8. Form 5500, Schedule I, Question 4k

   By Guest taj32z, February 20, 2003
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • February 20, 2003

9. Using Surplus DB Assets

   By DP, November 7, 2002
   • 2 replies
   • 1.3k views
   • 
   • Kirk Maldonado
   • November 7, 2002

10. Can't find code section

    By BG5150, January 26, 2010
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • January 26, 2010

11. conflicting definition of HCEs

    By truphao, September 30, 2023
    • 10 replies
    • 1.3k views
    • 
    • Bri
    • October 2, 2023

12. Tax credit for startup plans

    By AS TPA, January 15, 2020
    • 4 replies
    • 1.3k views
    • 
    • AS TPA
    • January 23, 2020

13. last minute abrupt request

    By SSRRS, March 31, 2022
    • 8 replies
    • 1.3k views
    • 
    • SSRRS
    • April 6, 2022

14. Affiliated Service Group question

    By Belgarath, November 20, 2009
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • November 23, 2009

15. Wrong Form 5500

    By randy, August 25, 2017
    • 2 replies
    • 1.3k views
    • 
    • stephen
    • September 1, 2017

16. 100% vested accounts - quarterly statements

    By Beemer, April 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • April 15, 2007

17. Medicare tax for high earners

    By K2retire, April 16, 2013
    • 7 replies
    • 1.3k views
    • 
    • My 2 cents
    • February 24, 2014

18. employee census data mishap

    By Guest Jon G., November 17, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 17, 2006

19. Very confusing item on form 5307

    By Trekker, October 21, 2015
    • 2 replies
    • 1.3k views
    • 
    • Trekker
    • April 14, 2016

20. IRS Audit...Usually conducted at TPA office..

    By jkharvey, August 16, 2012
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • August 17, 2012

21. "First Day/Last Day Requirement"

    By Guest Willy, August 1, 2011
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • August 1, 2011

22. ah, ya gotta love PPA

    By Tom Poje, August 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • August 14, 2007

23. Calculating Partner Contribution/Compensation

    By Guest LauraH, March 20, 2003
    • 2 replies
    • 1.3k views
    • 
    • David MacLennan
    • April 1, 2003

24. Sponsor did not fully fund the profit sharing contribution deduction shown on 2001 tax return; how to handle 2001 allocation report?

    By eilano, September 25, 2003
    • 2 replies
    • 1.3k views
    • 
    • eilano
    • September 26, 2003

25. Single participant MPPP

    By Moe Howard, July 8, 2010
    • 1 reply
    • 1.3k views
    • 
    • jpod
    • July 8, 2010

26. Is Amendment under HATFA for Section 436 Restriction Required?

    By rocknrolls2, December 1, 2016
    • 2 replies
    • 1.3k views
    • 
    • Trisports
    • December 21, 2016

27. Cost Effective Software for Combined Plan Testing

    By Guest EMM118, April 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • JAY21
    • April 28, 2006

28. Prevailing wage plans

    By R. Butler, November 28, 2001
    • 0 replies
    • 1.3k views
    • 
    • R. Butler
    • November 28, 2001

29. Can a MPPP be merged into an existing SEP.

    By Moe Howard, December 17, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • December 17, 2002

30. 414s safe harbor exclusions

    By Just Tri, May 28, 2020
    • 3 replies
    • 1.3k views
    • 
    • CuseFan
    • May 28, 2020

31. When does a partial termination take place in a controlled group?

    By Guest Enda80, January 16, 2009
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • January 16, 2009

32. Survey material

    By Guest meggie, May 1, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 1, 2001

33. Multiple Employer Plan or Affiliated Service Group.

    By Guest Thornton, February 2, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 2, 2011

34. Common Ownership Issue

    By pbarrett, August 21, 2003
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • August 25, 2003

35. Compensation in Top-Heavy PS Plan

    By Guest notapensiongeek, June 12, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 14, 2006

36. Plan Proposal programs

    By Guest pineapple, August 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 8, 2001

37. Health Insurance of a S corp Shareholder

    By caryn22359, December 5, 2011
    • 1 reply
    • 1.3k views
    • 
    • caryn22359
    • December 12, 2011

38. Determination Request for Collectively-Bargained Plan

    By Guest Fred Benefits, September 17, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 17, 2001

39. Prenuptial agreements and separation

    By Guest kandria72, February 1, 2003
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • February 3, 2003

40. PPA disclosure statement in a pooled plan

    By AlbanyConsultant, August 22, 2012
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • August 24, 2012

41. indexed rates

    By Tom Poje, October 19, 2004
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 20, 2004

42. LLC and SIMPLE IRA

    By Guest carolyny, April 12, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 12, 2002

43. Money Purchase Merger with Profit Sharing Plan

    By Guest KMP, March 19, 2004
    • 3 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • March 22, 2004

44. Amending MPP for increased contribution after close of PY

    By Guest Rocky, February 12, 2008
    • 4 replies
    • 1.2k views
    • 
    • QDROphile
    • February 12, 2008

45. bankruptsy abuse prevention and consumer protection act

    By Guest lskin, April 28, 2005
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • April 29, 2005

46. EGTRRA Document -- Required Adoption Date?

    By Jean, December 11, 2008
    • 0 replies
    • 1.2k views
    • 
    • Jean
    • December 11, 2008

47. Controlled Groups

    By Guest THess, February 23, 2004
    • 8 replies
    • 1.2k views
    • 
    • Guest
    • February 26, 2004

48. Plan Term - New plan - successor issue?

    By jmartin, May 30, 2013
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 30, 2013

49. EIN Required for Plan (not Trust)?

    By Guest Patrick Foley, July 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • July 13, 2004

50. IFR - Lifetime Income Illustrations

    By Madison71, September 3, 2020
    • 7 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • September 24, 2020